智通财经APP获悉，上美股份(02145)涨超3%，截至发稿，涨3.1%，报96.4港元，成交额4911.96万港元。
消息面上，据青眼情报，2025年9月抖音美妆TOP20品牌总GMV突破30亿元，市场份额为17.6%，同比增长38.59%，韩束以超5亿元GMV继续领跑。华泰证券表示，公司上半年收入及利润增长表现均靓丽，进入下半年以来，该行观察到上美主品牌韩束继续拓展次抛精华/香氛沐浴露等多品类，8月增长动能强劲，趋势有望延续；多品牌拓展亦顺利，下半年以来聚光白/面包超人/NAN beauty陆续落地，催化剂不断。当前公司多品牌/多品类孵化及运营能力已得初步验证，若能力持续复制天花板上限有望再打开，内部高效能、强执行力组织架构奠定底层根基，维持买入评级。
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